One Stock Superinvestors Are Buying

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:

Alibaba Group Holding Ltd (BABA)

Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume (CNY 7.5 trillion for the fiscal year ended March 2021). It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Alibaba’s China commerce retail division accounted for 63% of revenue in the September 2021 quarter. Additional revenue sources include China commerce wholesale (2%), international retail/wholesale marketplaces (5%/2%), cloud computing (10%), digital media and entertainment platforms (4%), Cainiao logistics services (5%), and innovation initiatives/other (1%).

A quick look at the price chart below for the company shows us that the stock is down 46.06% in the past twelve months.

BABA Chart

BABA data by YCharts

Superinvestors who recently bought, or continue to hold the stock in their portfolios include:

(Shares)

Ken Fisher – 14,445,021

Ray Dalio – 7,480,545

Jean-Marie Eveillard – 5,714,725

Tom Russo – 1,573,018

Bill Miller – 829,067

David Fear – 313,329

Steve Cohen – 55,362

John Paulson – 50,000

Guy Spier – 47,500

Rich Pzena – 31,401

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